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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: GVTucker who wrote (143048)9/7/2001 10:12:19 AM
From: Road Walker  Respond to of 186894
 
GV,

A couple of points on the IDC report. First, it's second quarter which is old news. Second it's a revenue number, and rack servers actually had a healthy increase. From an Intel perspective, this news isn't so bad, as Intel is offering the lower priced server solution. It could be read that Intel is taking share.

Not good news, but not as bad for Intel as the headline implies.

John